See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,799 | $117,841+33.1% | $102,423+53.1% | $145,922+7.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.38% | 31.65%-20.3pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $6,608 | $3,615+82.8% | $3,023+118.6% | $4,660+41.8% |
| Participant deferral / active EE | $5,882 | $5,731+2.6% | $5,053+16.4% | $6,688-12.1% |
| Admin fee / account holder | $10,312 | $13,326-22.6% | $9,451+9.1% | $13,397-23.0% |